Michael Clark, CFP®

Michael Clark, CFP®

CEO, Ensemble Wealth Management

Michael Clark is an independent Investment Adviser Representative, Certified Financial Planner and owner of Ensemble Wealth Management (www.ensemblewm.com). He has more than 25 years of experience in the financial and retirement planning industry and is licensed in securities, insurance and real estate services. Michael strives to be a trusted resource for clients’ investments, estate planning, tax planning and real estate needs. He is a graduate of the University of California, Santa Barbara.

Phone: 760.341.8932 | Email: info@ensemblewm.com | Website: www.ensemblewm.com

Once You Create a Living Trust, Don’t Forget to Fund It
Woman with a Post-It Note on her forehead that reads "Don't Forget"
estate planning

Once You Create a Living Trust, Don’t Forget to Fund It

Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust. You have to put them there. Fail…
October 26, 2020